Configuring Call Status Triggers in Pest AI

1. Click on "Automation".

2. Click "Create Workflow".

3. Once that's done, click on "Start from Scratch".

4. "Add New Trigger"

5. Select "Call Status".

6. Click "Add filters".

7. Select 'Call Direction'

Use this filter to specify the call's direction, categorizing it as either incoming or outgoing.

• Choosing "Incoming" activates the workflow when a contact, whether a new lead or an existing customer, calls the number associated with this account.

• Opting for "Outgoing" allows you to monitor all call records made by your sales team.

8. Click on the element.

9. Select "Call Status".

The system tracks each call's status and triggers workflows based on that status. The call might be:

• Sent to a busy line

• Canceled

• Completed (successful conversation)

• Unanswered

• Directed to voicemail

10. Select 'In Workflow'

This feature lets you initiate calls from another workflow within the current one by selecting the external workflow you want to link to.

11. To end off, click on "Save Trigger".